Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Washington DC Office
Raymond James & Associates
1825 I Street NW, Washington, DC, 20006
Main:
(202) 872-5900
Toll Free:
(800) 982-3035
Fax:
(202) 872-5949
Financial Planning
Richmond Financial Group, Office of MetLife
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 282-7522
Fax:
(804) 282-6370
Financial Advisor
Sapere Wealth Management
675 Peter Jefferson Parkway, Suite 240, Charlottesville, VA, 22911
Main:
(434) 245-8600
Toll Free:
(888) 584-1143
Fax:
(434) 295-1468
Financial Planner
Saunders Retirement Advisors
5205 West Shore Road, Midlothian, VA, 23112
Main:
(804) 320-8800
Fax:
(804) 320-1377
Care Planning and Financial Management
ShareCare4US Solutions
13950 Stanley Park Road, Ashland, VA, 23005
Main:
(804) 874-6844
Financial Planning
Signature Estate & Investment Advisors
1650 Tysons Blvd Suite 1575, Tysons, VA, 22102
Main:
(703) 940-3000
Toll Free:
(844) 344-2991
Fax:
(703) 738-2259
Financial Planning and Wealth Management
SKV Group, LLC
1405 Rolkin Court, Suite 202, Charlottesville, VA, 22911
Main:
(434) 328-8047
Fax:
(434) 234-3789
Financial Planning
Spire Investment Partners
7918 Jones Branch Drive, Suite 800, McLean, VA, 22102
Main:
(703) 748-5800
Toll Free:
(888) 737-8907
Fax:
(703) 748-1372
Financial Planning
SunTrust Bank
510 South Jefferson Street SW, Roanoke, VA, 24011
Main:
(888) 786-8787
Fax:
(540) 982-3001
Investment Club and Financial Planning.
The Center
491 Hillsdale Drive, Charlottesville, VA, 22901
Main:
(434) 974-7756
Fax:
(434) 974-7510
Financial Planning, The Myrias Group
The Myrias Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
3140 Chaparral Drive SW, Suite 100, Building C, Roanoke, VA, 24018
Main:
(540) 769-0052
Toll Free:
(800) 332-9063
Fax:
(540) 769-0060
Financial Planning and Education
The Women's Center
133 Park Street NE, Vienna, VA, 22180
Main:
(703) 281-2657
Fax:
(703) 242-1454
Financial Planning
Thomas Hancher & Company
1658 State Farm Blvd # A, PO Box 948, Charlottesville, VA, 22911
Main:
(434) 979-8133
Fax:
(434) 979-7283
Individual Development Accounts
Total Action For Progress (TAP)
302 2nd Street Southwest, Roanoke, VA, 24011
Main:
(540) 777-4673
Financial Planning
Trendline Capital Management
4820 Lake Brook Drive Suite 125, Glen Allen, VA, 23060
Main:
(804) 323-9100
Toll Free:
(800) 229-6996
Fax:
(804) 323-9198
Financial Counseling
Union Mortgage Group
7619 Little River Turnpike Suite 400, Annandale, VA, 22003
Main:
(703) 941-0711
Toll Free:
(800) 275-6958
Fax:
(703) 658-8636
Financial Institution
UVA Community Credit Union
3300 Berkmar Drive, Charlottesville, VA, 22901
Main:
(434) 964-2001
Toll Free:
(888) 887-9136 Ext. 3
Financial Planning and Refinancing
UVA Community Credit Union
3300 Berkmar Drive, Charlottesville, VA, 22901
Main:
(434) 964-2001
Toll Free:
(888) 887-9136
Financial Planning
Virginia Asset Management
130 Wylderose Drive, Midlothian, VA, 23113
Main:
(804) 330-0711
Toll Free:
(800) 787-1716
Fax:
(804) 330-0880
Estate Administration
VirginiaEstateLaw.com
2101 Parks Avenue, Suite 700, c/o Edward R. Stolle, Virginia Beach, VA, 23451
Main:
(757) 491-4033
Fax:
(757) 491-4020
Financial Advisor in Winchester, John R. Clawson, MBA, CFP®
Waddell and Reed, Inc.
440 W Jubal Early Drive, Suite 220, Winchester, VA, 22601
Main:
(540) 662-4642
Financial Planning, Virginia Beach
Waddell and Reed, Inc.
2901 South Lynnhaven Rd Ste 100, Virginia Beach, VA, 23452
Main:
(757) 431-2929
Toll Free:
(800) 969-1113
Fax:
(757) 431-8446
Retirement Planning
Waddell Group
1953 Gallows Road, Suite 110, Vienna, VA, 22182
Main:
(703) 881-9173
Toll Free:
(888) 312-9173
Fax:
(703) 881-9174
Financial Planning
West Financial Services, Inc.
2010 Corporate Ridge Road, Suite 530, McLean, VA, 22102
Main:
(703) 847-2500
Toll Free:
(800) 445-1556
Fax:
(703) 847-5050
Financial Counseling Clinics
Western Fairfax Christian Ministries
4511 Daly Drive Suite J, Chantilly, VA, 20151
Main:
(703) 988-9656
Fax:
(703) 378-0550
Financial Advisor
Wrightbridge Company
1227 Cedars Court, Charlottesville, VA, 22903
Main:
(434) 971-6825
Financial Planning - Estate, Taxes & Life Care Planning
XML Financial Group
7600 Leesburg Pike, Suite 120 East, Falls Church, VA, 22043
Main:
(703) 827-2300
Toll Free:
(800) 842-8834
Fax:
(703) 827-2314
Financial Planning; Elissa Buie
Yeske Buie Live Big
301 Maple Avenue West, Suite 600, Vienna, VA, 22180
Main:
(703) 538-2116
Toll Free:
(800) 772-1887
Fax:
(703) 536-4742
Retirement Planning
Programs that help people with the process one uses to plan finances and retirement income.
Retirement and Estate Planning
4Financial Solutions, LLC
4435 Waterfront Drive, Suite 400, Glen Allen, VA, 23060
Main:
(804) 221-9717
Retirement Financial Planning Service
Burdette Smith & Bish, LLC
4035 Ridge Top Rd. Suite 500, Fairfax, VA, 22030
Main:
(703) 591-5200
Toll Free:
(888) 591-5200
Fax:
(703) 738-1978